9 Terms
Home > Industry/Domain > Financial services > Personal investment management
Personal investment management
Industry: Financial services
Add a new termContributors in Personal investment management
Personal investment management
tontine
Financial services; Personal investment management
A financial arrangement whereby a group of individuals each pay an initial lump sum to a controlling authority, who then returns a sum to them at an agreed interval, usually a year. When a member of ...
Buffett Lunch Auction
Financial services; Personal investment management
Warren Buffett's famous one-on-one lunch meeting with anyone with the highest bid to pick his brains on investment or any other topics relating to life in general. All proceeds from the lunch auction ...
trophy asset
Financial services; Finance
A particularly valuable or important asset that a company owns. For example, a car manufacturer's three best producing factories may be considered its marquee assets. A marquee asset is also called a ...
Credit Default Swap
Financial services; Personal investment management
A swap designed to transfer the credit exposure of fixed income products between parties. A credit default swap is also referred to as a credit derivative contract, where the purchaser of the swap ...
asset allocation
Financial services; Personal investment management
The investment strategy that is individualized based on factors such as: age, risk tolerance, investment goals, and horizon. The allocation falls into three main asset classes: equities, ...
'permanent portfolio' theory
Financial services; Personal investment management
Theory developed by Harry Browne in the 1980s, the theory stated that a portfolio of assets equally split between growth stocks, precious metals, government bonds and treasury-bills would be an ideal ...
index benchmarking
Financial services; Personal investment management
Index benchmarking allows the comparison between the performance of a portfolio(of assets) to that of the performance of an index within the market. This process helps determine whether you should ...
